+98.5%
RIOT vs WM
+46.1%
+52.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.4% | +2.8% |
| 7D | +14.8% | -0.3% | +15.1% | +14.7% |
| 30D | +1.4% | -2.4% | +3.8% | +0.9% |
| 3M | -20.6% | +0.4% | -21.1% | -21.1% |
| 6M | +31.9% | -9.5% | +41.4% | +32.1% |
| YTD | +72.1% | +0.5% | +71.6% | +70.1% |
| 1Y | +65.7% | -1.1% | +66.7% | +65.3% |
| All | +98.5% | +46.1% | +52.4% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling